Healthcare Realty Trust Inc
HR- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001360604
In the last 90 days, Healthcare Realty Trust Inc insiders filed 0 open-market purchases and 1 sale; 462 institutions reported holding it in 13F filings for Q2 2026, worth $7.62B in total; Starboard Value is the only superinvestor holding it.
13F holders, Q1 2022
Institutional positions in Healthcare Realty Trust Inc as of Mar 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 305
- +9 vs. Q4 2021
- Shares held
- 159.9M
- +17.2M (+12.1%) vs. Q4 2021
- Total value
- $4.40B
- −$118.4M (−2.6%) vs. Q4 2021
- New holders
- 56
- 110 more added
- Sold out
- 47
- 102 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 462 | $7.62B |
| Q1 2026 | 448 | $6.37B |
| Q4 2025 | 422 | $6.52B |
| Q3 2025 | 412 | $6.84B |
| Q2 2025 | 412 | $5.88B |
| Q1 2025 | 426 | $6.23B |
| Q4 2024 | 419 | $6.32B |
| Q3 2024 | 412 | $6.87B |
| Q2 2024 | 393 | $6.33B |
| Q1 2024 | 402 | $5.47B |
| Q4 2023 | 412 | $6.89B |
| Q3 2023 | 398 | $5.93B |
| Q2 2023 | 404 | $7.38B |
| Q1 2023 | 422 | $7.66B |
| Q4 2022 | 424 | $7.46B |
| Q3 2022 | 396 | $7.86B |
| Q2 2022 | 287 | $4.57B |
| Q1 2022 | 305 | $4.40B |
| Q4 2021 | 301 | $4.51B |
| Q3 2021 | 278 | $4.31B |
| Q2 2021 | 281 | $4.29B |
| Q1 2021 | 293 | $4.19B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Healthcare Realty Trust Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 9 | $0 | 0.00% | −323−97.3% | Reduced |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $0 | 0.00% | +18 | New |
| Proequities, Inc. | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 63 | $2.00K | 0.00% | −85−57.4% | Reduced |
| CWM, LLC | 67 | $2.00K | 0.00% | +7+11.7% | Added |
| Lenox Wealth Advisors, LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 60 | $2.00K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 72 | $2.26K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 114 | $3.00K | 0.00% | +91+395.7% | Added |
| Exane Derivatives | 144 | $3.96K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 146 | $4.00K | 0.00% | −2,833−95.1% | Reduced |
| TCI Wealth Advisors, Inc. | 138 | $4.00K | 0.00% | −302−68.6% | Reduced |
| Massmutual Trust Co FSB | 152 | $4.00K | 0.00% | −25−14.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 241 | $6.00K | 0.00% | −7,384−96.8% | Reduced |
| Signaturefd, LLC | 230 | $6.00K | 0.00% | −65−22.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 207 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 213 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 212 | $6.00K | 0.00% | +212 | New |
| Allworth Financial LP | 255 | $7.00K | 0.00% | −259−50.4% | Reduced |
| Gemmer Asset Management LLC | 275 | $7.00K | 0.00% | +9+3.4% | Added |
| Quadrant Capital Group LLC | 265 | $7.00K | 0.00% | +5+1.9% | Added |
| HHM Wealth Advisors, LLC | 241 | $7.00K | 0.00% | +241 | New |
| Smithfield Trust Co | 305 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 283 | $8.00K | 0.00% | +283 | New |
| Syverson Strege & Co | 282 | $8.00K | 0.01% | +282 | New |
| Umb Bank N A | 323 | $9.00K | 0.00% | −54−14.3% | Reduced |
| Private Capital Group, LLC | 319 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 363 | $10.0K | 0.00% | −14−3.7% | Reduced |
| Parallel Advisors, LLC | 427 | $12.0K | 0.00% | −390−47.7% | Reduced |
| Heritage Wealth Advisors | 450 | $12.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 500 | $14.0K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 640 | $17.6K | 0.00% | +640 | New |
| Meeder Asset Management Inc | 688 | $19.0K | 0.00% | +688 | New |
| Pinnacle Bancorp, Inc. | 725 | $20.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 736 | $20.0K | 0.00% | +736 | New |
| American Portfolios Advisors | 814 | $22.4K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1,085 | $30.0K | 0.00% | −1−0.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,100 | $30.0K | 0.00% | +1,100 | New |
| Ci Investments Inc. | 1,151 | $32.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,388 | $38.0K | 0.00% | −1−0.1% | Reduced |
| IFP Advisors, Inc | 1,314 | $39.0K | 0.00% | +805+158.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,685 | $46.0K | 0.00% | −335−16.6% | Reduced |
| Rockefeller Capital Management L.P. | 1,835 | $50.0K | 0.00% | +238+14.9% | Added |
| Covestor Ltd | 2,300 | $63.0K | 0.04% | +2,112+1,123.4% | Added |
| Exchange Traded Concepts, LLC | 2,351 | $65.0K | 0.00% | −18,930−89.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,450 | $67.0K | 0.00% | −599−19.6% | Reduced |
| Whittier Trust Co | 2,625 | $72.0K | 0.00% | −350−11.8% | Reduced |
| Anchor Investment Management, LLC | 2,900 | $79.7K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 4,633 | $127.3K | 0.09% | 00.0% | Unchanged |
| Huntington National Bank | 5,321 | $146.0K | 0.00% | +76+1.4% | Added |
| NJ State Employees Deferred Compensation Plan | 7,800 | $214.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 7,860 | $216.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 8,021 | $220.0K | 0.02% | +21+0.3% | Added |
| Raymond James Trust N.A. | 8,349 | $229.0K | 0.01% | +8,349 | New |
| Community Capital Management, Inc. | 11,000 | $231.0K | 0.27% | +11,000 | New |
| Legacy Wealth Asset Management, LLC | 9,098 | $250.0K | 0.09% | +420+4.8% | Added |
| Mackenzie Financial Corp | 9,243 | $254.0K | 0.00% | +1,031+12.6% | Added |
| Advisor Group Holdings, Inc. | 9,544 | $263.0K | 0.00% | +1,640+20.7% | Added |
| PEAK6 Investments LLC | 9,594 | $264.0K | 0.01% | +9,594 | New |
| Texas Yale Capital Corp. | 9,685 | $266.0K | 0.01% | −4,450−31.5% | Reduced |
| Zeke Capital Advisors, LLC | 10,186 | $280.0K | 0.01% | +10,186 | New |
| Verition Fund Management LLC | 10,424 | $286.0K | 0.01% | −236,639−95.8% | Reduced |
| M&T Bank Corp | 11,056 | $304.0K | 0.00% | +1,027+10.2% | Added |
| B. Riley Wealth Management, Inc. | 11,105 | $305.0K | 0.02% | −425−3.7% | Reduced |
| Stephens Inc | 11,135 | $306.0K | 0.00% | −227−2.0% | Reduced |
| Boothbay Fund Management, LLC | 11,347 | $312.0K | 0.01% | −62,693−84.7% | Reduced |
| Delta Asset Management LLC | 11,459 | $315.0K | 0.03% | −261−2.2% | Reduced |
| AlphaCrest Capital Management LLC | 11,759 | $323.0K | 0.02% | −34,094−74.4% | Reduced |
| Fifth Third Bancorp | 12,044 | $331.0K | 0.00% | +10.0% | Added |
| Gsa Capital Partners LLP | 12,107 | $333.0K | 0.04% | +3,751+44.9% | Added |
| Fox Run Management, L.L.C. | 12,830 | $353.0K | 0.20% | +12,830 | New |
| Algert Global LLC | 12,919 | $355.0K | 0.02% | +12,919 | New |
| LPL Financial LLC | 13,194 | $363.0K | 0.00% | −11,214−45.9% | Reduced |
| Van Eck Associates Corp | 13,214 | $363.0K | 0.00% | +1,730+15.1% | Added |
| Securian Asset Management, Inc | 13,238 | $364.0K | 0.01% | +24+0.2% | Added |
| Nissay Asset Management Corp | 13,388 | $368.0K | 0.00% | −549−3.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 13,738 | $378.0K | 0.00% | −727−5.0% | Reduced |
| Crossmark Global Holdings, Inc. | 13,780 | $378.0K | 0.01% | +690+5.3% | Added |
| Peak Financial Advisors LLC | 14,059 | $386.0K | 0.33% | +14,059 | New |
| Naviter Wealth, LLC | 14,157 | $389.0K | 0.13% | −410−2.8% | Reduced |
| Profund Advisors LLC | 14,308 | $393.0K | 0.02% | −1,758−10.9% | Reduced |
| TBH Global Asset Management, LLC | 15,200 | $418.0K | 0.09% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 15,395 | $423.0K | 0.02% | −287,512−94.9% | Reduced |
| Commonwealth Equity Services, LLC | 15,467 | $425.0K | 0.00% | −241−1.5% | Reduced |
| Toronto Dominion Bank | 15,596 | $428.0K | 0.00% | −2,176−12.2% | Reduced |
| Point72 Hong Kong Ltd | 15,583 | $428.0K | 0.04% | +12,427+393.8% | Added |
| AMP Capital Investors Ltd | 15,655 | $430.0K | 0.02% | −31,037−66.5% | Reduced |
| Simplex Trading, LLC | 15,763 | $433.0K | 0.01% | +15,316+3,426.4% | Added |
| Shay Capital LLC | 17,158 | $472.0K | 0.17% | +17,158 | New |
| HGK Asset Management Inc | 17,238 | $474.0K | 0.15% | +92+0.5% | Added |
| Money Concepts Capital Corp | 17,483 | $480.0K | 0.03% | +2,508+16.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,535 | $482.0K | 0.01% | +2,622+17.6% | Added |